See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,353 | $58,778-77.3% | $129,207-89.7% | $77,643-82.8% |
| Participation rate | 49.4% | 59.2%-9.9pp | 69.6%-20.3pp | 70.6%-21.2pp |
| Annual return | 24.09% | 24.73%-0.6pp | 9417.33%-9393.2pp | 31.24%-7.1pp |
| Employer contribution / active EE | $773 | $1,952-60.4% | $4,153-81.4% | $2,726-71.6% |
| Participant deferral / active EE | $3,249 | $3,212+1.1% | $4,168-22.0% | $4,647-30.1% |
| Admin fee / account holder | $0 | $589-100.0% | $7,715-100.0% | $430-99.9% |